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Next XXX Baggers @Next100Baggers on x 6183 followers
Created: 2025-07-17 14:23:50 UTC
@CitronResearch Enormous TAM ≠ investable return. $RKT is still a rate beta story: orig volumes & gain on sale swing w/ mtg rates; servicing/MSR marks cushion but add duration risk.
Key to upside = cost/loan discipline + crosssell attach. ValueAct signal good; size position, ignore $35T hype.
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Related Topics $35t rates mtg beta $rkt rocket companies inc stocks financial services